Levitt Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Levitt Capital Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	$2.3M	Buy	+103,938	New	+$2.21M	5.51%	3

Other funds holding XLU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Levitt Capital Management's XLU Position: Q2 2014 in Review

Levitt Capital Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2014: 103,938 shares worth $2.3M. The stake represents 5.51% of the portfolio and ranks #3 among its holdings.

404 funds tracked by Wall St. Rank hold XLU as of Q2 2014.

Levitt Capital Management held 103,938 shares of State Street Utilities Select Sector SPDR ETF worth $2.3M as of Q2 2014.
State Street Utilities Select Sector SPDR ETF was a new Levitt Capital Management position in Q2 2014.
State Street Utilities Select Sector SPDR ETF made up 5.51% of Levitt Capital Management's portfolio in Q2 2014, its #3 holding.
404 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.